FT Vest Technology DividendTDVIETF

13F holders, Q1 2024 (March 31)
9holders
$21.52avg. 13F price*

At the end of Q1 2024, 9 institutions reported holding FT Vest Technology Dividend (TDVI) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($2.6M), Kestra Advisory Services, LLC ($1.2M) and Retirement Group, LLC ($1.0M).

Company
FT Vest Technology Dividend
Filed as
FIRST TR EXCH TRADED FD III (Q1 2024)
CUSIP
33738D812
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 9Q1 2024Q2 2024: 18Q2 2024Q3 2024: 17Q3 2024Q4 2024: 18Q4 2024Q1 2025: 31Q1 2025Q2 2025: 37Q2 2025Q3 2025: 47Q3 2025Q4 2025: 65Q4 2025Q1 2026: 65Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$28K
Exits3$10.3M

Ownership 9 holders

Envestnet Asset Management Inc. 0.00% Add +10.6% 115,523 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -34.6% 54,175 $1.2M
Retirement Group, LLC 0.37% Reduce -2.5% 59,794 $1.0M
Independent Financial Group, LLC 0.02% Add +49.7% 21,984 $497K
Foundations Investment Advisors, LLC 0.01% Add +1.5% 18,006 $407K
Royal Bank of Canada 0.00% Reduce -71.1% 12,021 $272K
Wagner Wealth Management, LLC 0.02% Add +1.0% 2,754 $62K
Osaic Holdings, Inc. 0.00% New 1,227 $28K
Harbour Investments, Inc. 0.00% Add +1578.4% 621 $14K

"% of holder's portfolio" is TDVI's weight in each manager's 13F, not the share of FT Vest Technology Dividend the manager owns.